What are the responsibilities and job description for the Specialist, Financial Analysis position at Lincoln Financial?
Alternate Locations: Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 75732
The Role at a Glance
The Financial Analysis Specialist will play a key supporting role within the Distribution Analytics function. This position supports two Senior Analysts who serve as primary strategic partners to the Heads of Insurance Solutions Distribution and Retirement Solutions Distribution. The Analyst will focus on Private Market Funds sales forecasting as well as supporting ISD / RDS in data preparation, recurring reporting, pipeline support, and assisting with forecasting and planning cycles. This role is designed for someone early in their career who is eager to build technical and analytical skills, learn the product lines they support, and contribute to high-quality sales planning and forecasting outputs.
What You'll Be Doing
Sales Forecasting Support
What we’re looking for
What’s it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you:
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 75732
The Role at a Glance
The Financial Analysis Specialist will play a key supporting role within the Distribution Analytics function. This position supports two Senior Analysts who serve as primary strategic partners to the Heads of Insurance Solutions Distribution and Retirement Solutions Distribution. The Analyst will focus on Private Market Funds sales forecasting as well as supporting ISD / RDS in data preparation, recurring reporting, pipeline support, and assisting with forecasting and planning cycles. This role is designed for someone early in their career who is eager to build technical and analytical skills, learn the product lines they support, and contribute to high-quality sales planning and forecasting outputs.
What You'll Be Doing
Sales Forecasting Support
- Assist Director (LFD Finance) with the generation of a monthly Private Market Funds sales forecast.
- Assist the team analysts with the generation of sales forecasts for RSD (Annuities, 401(k)) & ISD (Life, MoneyGuard (LTC), and Executive Benefits).
- Run forecast scenarios through Anaplan, ensuring correct inputs and assumptions.
- Support updates to forecast assumptions, trends, and variance explanations.
- Assist with documentation of forecast changes and preparation of materials for Product Heads and Distribution leadership.
- Support development of Private Market Funds, RSD & ISD annual and quarterly sales plans, goals, and projections.
- Assist with preparation of planning materials & outputs, including tables, charts, and supporting analysis.
- Help model scenario analyses evaluating distribution strategies, product mix shifts, and plan design considerations.
- Produce daily, weekly, and monthly sales performance reports supporting both Senior Analysts.
- Maintain and distribute dashboards tracking production, pipeline, and key performance metrics across product lines.
- Ensure accuracy and consistency of recurring reports using standardized processes and quality checks.
- Prepare and validate datasets used for forecasting, planning, and leadership updates.
- Pull and organize data from internal systems including CRM, policy admin systems, Anaplan, and sales reporting platforms.
- Produce the monthly Enterprise Sales Report
- Respond to ad-hoc data and analysis requests from Senior Analysts or Distribution leaders.
- Assist with preparation of presentations, executive summaries, and leadership analysis materials.
- Support process improvements across reporting, forecasting, and planning workflows.
- Collaborate with Anaplan, Sales Operations, and Distribution teams to maintain data quality and alignment.
What we’re looking for
- Bachelor’s degree in Finance, Economics, Analytics, Business, Mathematics, or related field.
- 1–3 years of data or business analytics experience preferred (internships acceptable).
- Strong Excel skills including pivot tables, XLOOKUP, SUMIFS, and basic modeling.
- Ability to work with large datasets across multiple systems.
- High attention to detail with strong accuracy standards.
- Strong communication skills with the ability to summarize insights clearly.
- Curiosity and willingness to learn product fundamentals across annuities, 401k, life, LTC, and executive benefits.
- Knowledge & experience with some or all products that LFD distributes: Private Market Funds, Annuities, 401k Plans, Life Insurance, MoneyGuard (long term care) and Executive Benefits.
- Experience with Anaplan, Power BI, Tableau, or similar analytics tools.
- Prior experience in sales reporting, financial analysis, or insurance/retirement product environments.
- Familiarity with CRM systems and production data sources.
- Ability to manage multiple priorities while supporting multiple stakeholders.
What’s it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you:
- Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Salary : $55,700 - $100,200